Experienced Financial Planner Wanted

7 days ago


Bengaluru, Karnataka, India beBeeFinancialPlanner Full time ₹ 24,00,000 - ₹ 40,00,000

Financial Planning Role

  • We are seeking an experienced Financial Planner to develop comprehensive financial strategies for our clients.
  • The ideal candidate will provide expert advice on investments, insurance, and taxes tailored to individual client needs.
  • They will conduct thorough assessments of how life changes impact clients' financial plans and make necessary adjustments.
  • A strong relationship builder, the successful candidate will consult with clients at their homes or places of business.
  • Our team is looking for someone who can stay up-to-date on market trends and economic conditions to provide informed guidance.
  • The chosen professional will identify new business opportunities through outreach efforts and collaborate with other experts to research suitable investment opportunities.



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